A Systematic Approach To Income Investing

Systematic Income is an income investment service that is designed to cut through the noise and identify resilient securities with attractive risk / reward. The service maintains income portfolios and investor tools alongside daily commentary and deep-dive research. The primary goal of Systematic Income is to empower investors and enable them to make the best decisions whatever their investment style.

Covering the Income Investment Landscape

Our service looks across the broader investment income landscape covering Closed-End Funds, Open-End Funds (ETFs, mutual funds), Preferreds, Baby Bonds and Business Development Companies.

What We Do

We host a number of interactive Investor Tools as well as a suite of Income Portfolios. We publish daily / weekly commentary about the income markets and new investment opportunities.

A suite of Income Portfolios engineered with yield and risk management considerationsInteractive investor tools, allowing investors to research and identify attractive opportunitiesDaily / weekly updates and commentary on arising opportunities and market movesSector updates and deep dives into individual opportunities

Market Commentary / Recommendations

Check out some of our free market analysis and recommendations on the Analysis page, our Blog as well as our weekly newsletter below.

If our approach aligns with your allocation strategy, consider taking out a subscription to our Premium service.

Our Newsletter

Our weekly newsletter covers a few of the things on our mind across the income investment space. Subscribe below.

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Recent Blog Commentary

  • Are You Following These Bad BDC Investment Strategies?
    In this brief post we highlight a couple of BDC allocation strategies that appear to be common but are unlikely to outperform in the longer-term in our view. One strategy is …
  • Wild CEF Flows Generating Outsized Switch Returns For Investors
    This is an extract from an earlier article at Systematic Income Premium. In this post  we highlight how unusually elevated volumes are allowing some investors to lock in gains that are worth …
  • Some Misconceptions About BDCs
    This is an extract from an earlier article at Systematic Income Premium. It’s always interesting when income sectors popular with retail investors get a look in the financial press. The …
  • Our Playbook In This Wild Income Market
    This is an extract from an earlier article at Systematic Income Premium Some of the recent moves across the income space have been historic. There are loads of unusual metrics …
  • How We Build An All-Weather Income Portfolio
    In this post, we highlight how investors can build portfolios that diversify across various potential scenarios. Doing so allows income portfolios to be more resilient over time while also allowing …
  • How We Track What Smart Money Is Buying
    This is an extract from an earlier article at Systematic Income Premium We received a question from a subscriber recently of why we track the holdings of the First Trust …